Kutsimikiza:
Masewera Boom anapitilizabe, zinthu zapamwamba zomwe zidabwezedwa monga momwe zakonzedwera. Brace yaposachedwa yoseweretsa zovala zaposachedwa ndipo mawonekedwe apamwamba kwambiri a chaka chathunthu. Nsapato ndi malo ena a akatswiri a mtundu wanyumba Li ying, magwiridwe antchito a Xtep kuti apititse ndalama zambiri. Kumbali inayo, mitundu ina yakhala ikupanikizika kuchokera kumapeto kwa phindu chifukwa cha kukoka kwa unyolo. Kukula kwa utotowu kumathandizanso pakuwongolera kwa mtundu wa atsogoleri omwe akupanga atsogoleri omwe ali ndi mphamvu zapamwamba komanso zokhazikika. Ndi chizindikiro,
1) Lululemontq2 amakwaniritsabe kukula kwa chaka cha 29% mu chaka cha China (30% pamsika waku China) ndi mliri, ndipo kuchotsera, ndipo kuchotsera kumathandizabe pang'ono;
2) Kugulitsa malonda a Asia Kuchulukana kwa 7.4% theka loyamba la chaka, omwe amagwira ntchito ngati nsapato zowonjezereka ndi 13.5% kuyendetsa bwino kukula kwathunthu.
Kutsatira deta ya TMARAL:
Mu Ogasiti, magwiridwe antchito onse adasiyanitsidwa, ndipo kukula chakunja kunali kowala.
1) Buku la Masewera: Kugulitsa kwa Hantar Pagulu Gulu la Antar kunachuluka ndi 37%, ndipo mtengo wamba udafika 1016 Yuan (+ 20%), kuwonetsa njira yokwera kwambiri ya mphamvu; Kachiwiri, kugulitsidwa kwakukulu kwa Xtep kochokera pa 21.5% / 19% motsatana, ndikukula kwa voliyumu kumathandizira kuyendetsa kwamphamvu; Kugulitsa kwa liry kunatentha pang'ono kumbuyo kwa kuchuluka kwa mtengo wa 7.5%.
2) Zovala za BISN: Biynlefen adasunga chitsogozo ndi kuchuluka kwa 17,5%, kutsatiridwa ndi kuwonjezeka pang'ono mu zovala za ana omwe ali ndi mbalame zongoyerekeza.
3) Kunja / Kuyenda: Kugulitsa kwanyengo ya chilimwe, mtengo wa Samsonite / Pakatikati pa 206,5% / 80.6% motsatana, kupitilizabe kukula mwachangu.
Upangiri Wogulitsa
Pa chovala cha mtunduwo, chimafotokozedwa kuti mumve chidwi cha li ning, zomwe zili ndi mphamvu zomwe zingayambike, zikuyembekezeka kutsogolera pakuchira pambuyo pa mliri wotsika. Pamapeto opanga mameseji, akunenedwa kuti amasamalira gulu la Hiyemi, lomwe lili ndi phindu lodziwika bwino la kasitomala ndi kutsatira dongosolo lokulitsa kwa a Jianseng, omwe ali ndi mwayi woyembekezera wosawoneka bwino. Kuphatikiza apo, poyambiranso kumwa ndikuyenda pambuyo pa mliri, tikulimbikitsidwa kuti mumvere Samsonite, mtsogoleri wopanda ntchito ku China, yemwe magwiridwe antchito agwira ntchito kotala ndipo amapambana.
Zolemba ndi kulengeza kutsata
Kubwereza Msika: Sabata yatha (Seputembara 5, 2022 - Seputesite 9, 2022) Index ya Shanghai Concosite, 1.5%, 1.50% motero. Gulu la zojambulajambula ndi zovala zavala zojambula 0.71%, lomwe gawo lomwe gawo linalake lidagwa 0.55% ndi zojambulajambulazo dzulo 1.57%.
Mtengo waiwisi: 328 Thonje la thonje 15769 Yuan / Ton (-0.18%, Kudzuka kwa sabata kapena kugwa); TOTOT COTOWO122.4 masenti / LB (0.66%); Kusiyana kwamtengo pakati pa thonje lamkati ndi kunja ndi -4946 Yuan / Ton (-4.10%).
Nkhani Zamakampani:
1) Gulu la Tod lidalipira phindu mu theka loyamba la Fical 2022, ndikugulitsa 17.4% chaka chilichonse, kuwononga ziyembekezo;
2) Kugulitsa koyamba kwa Ferrago mu 20.3% yoy, kuwononga ziyembekezo, koma China udachedwa;
3) Li ying itsegulira malo ogulitsira ku Hong Kong wokhala ndi lenti pachaka pafupifupi HK $ 24m; 4) Lululemon amalengeza za q222 q2 q2 q2: China malonda a 30%.
Post Nthawi: Sep-232222